Overview
Managing clients and billing
Overview
The Clients & Billing features in SimplyManage help you manage client relationships, set billing rates, and track billable time. This is essential for agencies and consultancies that bill clients for their work.
Info
Client management is available to Admin users only. Managers can view client information on projects they manage.
Key Concepts
Clients
Clients represent the companies or individuals you do work for. Each client can have:
- Multiple projects
- Custom billing rates
- Contact information
- Billing address
Learn more about managing clients →
Billing Rates
Billing rates determine how tracked time is converted to billable amounts. Rates can be set at multiple levels:
- Organization default rate
- Client-specific rates
- Project-specific rates
- Team member-specific rates
Learn more about billing rates →
Billable vs. Non-Billable Time
Time entries are categorized as billable or non-billable:
| Type | Description | Examples |
|---|---|---|
| Billable | Time charged to clients | Development, design, consulting |
| Non-Billable | Internal time not charged | Training, meetings, admin |
Billing Workflow
A typical billing workflow in SimplyManage:
- Set up client - Create client with contact info
- Create project - Link project to client with rates
- Track time - Team tracks billable hours
- Generate reports - Review billable time by client
- Export for invoicing - Use data for your invoicing system
Invoicing
SimplyManage provides time tracking and reporting. For actual invoicing, export your data to your accounting software or use manual invoicing.